Financial Architects (New Jersey)’s Cemex CX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,521
| Closed | -$16K | – | 379 |
|
|
2020
Q2 | $16K | Buy |
5,521
+2,000
| +57% | +$4.69K | ﹤0.01% | 568 |
|
|
2020
Q1 | $7K | Buy |
+3,521
| New | +$11.9K | ﹤0.01% | 662 |
|
|
2019
Q4 | – | Sell |
-3,377
| Closed | -$13K | – | 919 |
|
|
2019
Q3 | $13K | Hold |
3,377
| – | – | ﹤0.01% | 675 |
|
|
2019
Q2 | $14K | Hold |
3,377
| – | – | ﹤0.01% | 801 |
|
|
2019
Q1 | $16K | Hold |
3,377
| – | – | ﹤0.01% | 958 |
|
|
2018
Q4 | $16K | Hold |
3,377
| – | – | ﹤0.01% | 859 |
|
|
2018
Q3 | $24K | Hold |
3,377
| – | – | ﹤0.01% | 871 |
|
|
2018
Q2 | $22K | Hold |
3,377
| – | – | ﹤0.01% | 783 |
|
|
2018
Q1 | $22K | Hold |
3,377
| – | – | ﹤0.01% | 859 |
|
|
2017
Q4 | $25K | Hold |
3,377
| – | – | ﹤0.01% | 906 |
|
|
2017
Q3 | $31K | Hold |
3,377
| – | – | 0.01% | 830 |
|
|
2017
Q2 | $32K | Sell |
3,377
-1
| -0% | -$9 | 0.01% | 822 |
|
|
2017
Q1 | $29K | Hold |
3,378
| – | – | 0.01% | 834 |
|
|
2016
Q4 | $26K | Sell |
3,378
-260
| -7% | -$2.07K | 0.01% | 767 |
|
|
2016
Q3 | $28K | Buy |
3,638
+260
| +8% | +$1.91K | 0.01% | 751 |
|
|
2016
Q2 | $20K | Sell |
3,378
-1
| -0% | -$6 | 0.01% | 782 |
|
|
2016
Q1 | $23K | Buy |
+3,379
| New | +$16.6K | 0.01% | 560 |
|
|
2015
Q3 | – | Sell |
-1,216
| Closed | -$10K | – | 365 |
|
|
2015
Q2 | $10K | Hold |
1,216
| – | – | ﹤0.01% | 787 |
|
|
2015
Q1 | $10K | Hold |
1,216
| – | – | ﹤0.01% | 713 |
|
|
2014
Q4 | $11K | Sell |
1,216
-182
| -13% | -$1.89K | ﹤0.01% | 641 |
|
|
2014
Q3 | $16K | Hold |
1,398
| – | – | 0.01% | 505 |
|
|
2014
Q2 | $16K | Buy |
+1,398
| New | +$15.9K | 0.01% | 543 |
|
|
2013
Q4 | – | Sell |
-1,399
| Closed | -$14K | – | 246 |
|
|
2013
Q3 | $14K | Hold |
1,399
| – | – | 0.01% | 437 |
|
|
2013
Q2 | $13K | Buy |
+1,399
| New | +$13.5K | 0.01% | 426 |
|
Other funds holding CX
BIP
OCM
ECP
RL